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7 questions. Your answers stay in your browser and the page address; nothing is sent to us.

Q1. What kind of business are you? Dental office Landscaping HVAC/plumbing Real estate agent Property manager Law firm Restaurant/café Salon/spa Online store (Shopify) Coach/consultant Fitness studio Bookkeeping/accounting firm Contractor/remodeler Marketing agency Other / none of these

Q2. Where does most of your wasted time go? (pick up to 2) Bookkeeping Chasing invoices Following up with leads Scheduling Missed calls Customer support Email newsletters Social/flyers Payroll Contracts Meeting notes/tasks Online reviews

Q3. Which tools do you already use? QuickBooks Xero Stripe Square Shopify HubSpot Pipedrive Follow Up Boss Jobber Housecall Pro Clio Buildium/AppFolio NexHealth Gusto Calendly Google Workspace Microsoft 365 Slack Notion Asana Airtable Mailchimp Klaviyo Canva Wix Intercom Zapier/Make/n8n None

Q4. How many people work in the business? Just me 2–5 6–20 21–50

Q5. How do you want to set it up? I'll do it myself I'd like help Do it for me

Q6. Do you handle any of these? Patient health info Legal client files Payroll data Card payments None

Q7. How do you feel about adding new subscriptions? Only use what I have OK with 1–2 new tools Open to whatever works